Key Responsibilities

Assist with the strategic planning process including annual budgeting, regular forecasts and three-year business plan:

• Take ownership for the collation and validation of all inputs relating to the Investment Segment; ensure that final templates are approved and understood by the business owners
• Under direction, actively engage with the business areas to assist with the production and analysis of accurate and timely quarterly forecasts, budgets and three-year plan
• Produce tables and input into presentations and papers as required
• Assist with accurate month-end Financial reporting:
• Support the Senior FBP in providing best practice MI reporting and monitoring; collating all relevant data and contribute to variety of presentations and papers
• Assist in analysing all significant variances and where applicable, support any resulting actions being put in place to make improvements
• Support all month end financial processes to ensure they are performed accurately and on a timely basis; ensure all system postings are understood, clearly documented and accurately reflected
• Take ownership for the documentation of all processes, procedures and filing system of the Investment Segment FP&A team; ensure this forms part of wider Finance structure
• Collate information from across the Finance function ensuring information is understood with messages easily communicated
• Help with all external information requirements including benchmarking, cost transparency initiative and defined contributions costings; producing insightful analysis where appropriate

Other:

• As appropriate provide support in strategic or ad hoc requests; compiling data in an accurate and clear format and at times working with confidential or sensitive information
• In conjunction with the wider Finance team understand and support the accounting of Investment Segment projects
• Help the Senior FBP implement improvements and ensure sustainable cost savings are documented
• Stays up to date on Finance systems including changes and ensures potential improvements and limitations are communicated appropriately
• Attend meetings as appropriate to build relationships, knowledge and credibility#

Your Experience

• Newly qualified or passed finalist
• Good communication, interpersonal and relationship building skills with a control mindset
• Keen attention to detail
• Keen to engage with non-finance stakeholders and understand financial services
• Proactive attitude with a desire to learn and improve
• Previous experience of working in a finance department
• Ideally has an understanding of the Proactis system and Sun ledger
• Strong in Excel and PowerPoint